WTWHITTIER TRUST CO
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,353 positions
NVIDIA CORPORATION | 3.4M | $630M | 6.8% | $19.96 | +832.13% | 28 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC | 1.6M | $492.7M | 5.3% | $89.86 | +248.53% | 28 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 1.8M | $480.9M | 5.2% | $77.70 | +248.95% | 28 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 990,128 | $473.8M | 5.1% | $186.14 | +158.17% | 28 qtrssince 2019-Q1 | Increased 62 |
AMAZON COM INC | 1.3M | $321.8M | 3.5% | $127.94 | +80.41% | 28 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 428,003 | $297.4M | 3.2% | $325.59 | +108.65% | 28 qtrssince 2019-Q1 | Increased 57 |
STATE STR SPDR S&P 500 ETF T | 425,183 | $294.1M | 3.2% | $262.92 | +157.35% | 28 qtrssince 2019-Q1 | Increased 57 |
BROADCOM INC | 795,026 | $273.3M | 3.0% | $80.64 | +326.86% | 28 qtrssince 2019-Q1 | Increased 54 |
JPMORGAN CHASE & CO | 656,811 | $219.8M | 2.4% | $105.05 | +202.44% | 28 qtrssince 2019-Q1 | Increased 53 |
ELI LILLY & CO | 176,625 | $187.9M | 2.0% | $713.46 | +49.90% | 28 qtrssince 2019-Q1 | Increased 65 |
META PLATFORMS INC | 241,566 | $159.6M | 1.7% | $380.99 | +72.81% | 20 qtrssince 2021-Q1 | Increased 49 |
VISA INC | 435,980 | $155.9M | 1.7% | $179.28 | +94.45% | 28 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 1.8M | $125.2M | 1.4% | $43.01 | +52.26% | 28 qtrssince 2019-Q1 | Increased 48 |
BERKSHIRE HATHAWAY INC DEL | 231,642 | $115.6M | 1.3% | $262.97 | +91.14% | 28 qtrssince 2019-Q1 | Increased 48 |
GOLDMAN SACHS GROUP INC | 102,271 | $97.7M | 1.1% | $312.73 | +177.02% | 28 qtrssince 2019-Q1 | Increased 48 |
TESLA INC | 204,841 | $88.7M | 1.0% | $345.12 | +30.31% | 28 qtrssince 2019-Q1 | Increased 53 |
TJX COS INC NEW | 574,995 | $88.5M | 1.0% | $56.40 | +169.85% | 28 qtrssince 2019-Q1 | Increased 43 |
VANGUARD | 1.4M | $87.4M | 0.9% | $37.00 | +67.27% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 695,194 | $86.7M | 0.9% | $85.97 | +38.65% | 28 qtrssince 2019-Q1 | Increased 43 |
APPLIED MATLS INC | 288,194 | $85.3M | 0.9% | $125.31 | +104.58% | 28 qtrssince 2019-Q1 | Decreased 0 |
WHITTIER TRUST CO manages $9.2B across 1353 positions as of Q4 2025. Top holdings: NVDA (6.8%), GOOG (5.3%), AAPL (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 64 new positions, 89 exits, 251 increased. Top move: LLY (INCREASED, conviction 65). Portfolio: $9.2B across 1353 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR